SharpEdge Financial LLC

SharpEdge Financial LLC

Financial Planning for Attorneys

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  • About SharpEdge
  • Team
  • Who We Serve
  • Services & Pricing
  • Speaking & Workshops
  • Blog
  • FAQ
  • Contact
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Team

Joel Chouinard, CFP®

President, Financial Advisor

Read Bio — Joel Chouinard, CFP®

SharpEdge Financial LLC is a Registered Investment Adviser registered with the State of Texas. Registration does not imply a certain level of skill or training. Although we provide our services virtually to individuals throughout the United States, we may provide individualized investment advice or recommendations to clients only in jurisdictions where we are properly registered, notice-filed, or exempt from registration. We will verify that we are authorized in the appropriate jurisdictions before providing services to new clients. Please see Disclosures for additional important information.

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Disclosures

Based in Dallas, TX

© 2026 SharpEdge Financial LLC

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Project-Based Planning Pricing

  • One-time flat fee starting at $2,500.
  • Half due up-front, half at delivery.
  • The fee is based on complexity.

Ongoing Planning Pricing

The ongoing planning fee has two components:

  • (1) Initial onboarding fee ranging from $2,000 to $5,000.
  • (2) Ongoing fee ranging from $400-750/month (starts 90 days after beginning of engagement).
  • The fee is based on complexity.

Ongoing Planning +
Investment Management Pricing

This fee is in addition to the Ongoing Planning Services fee

Assets Under Management

Fee

Under $500,000

1.00%

$500,001 - $1,000,000

0.80%

$1,000,001 - $3,000,000

0.60%

$3,000,001 - $10,000,000

0.40%

$10,000,001 +

0.25%

Fee schedules are subject to change.

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Free Email Course for New Big Law Partners

In this course, you will learn about:

  • Big Law partners' compensation and taxes.
  • New partner benefits and retirement plans.
  • Strategies to mitigate the impact of the changes on your cash flow.
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